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Clean Yield Group Portfolio holdings

AUM $355M
1-Year Est. Return 19.69%
This Fund
S&P 500
This Quarter Est. Return
+10.24%
1 Year Est. Return
+19.69%
3 Year Est. Return
+44.81%
5 Year Est. Return
+53.26%
10 Year Est. Return
+215.07%
AUM
$334M
AUM Growth
+$27.4M
Cap. Flow
+$4.75M
Cap. Flow %
1.42%
Top 10 Hldgs %
31.36%
Holding
456
New
7
Increased
31
Reduced
119
Closed
52

Top Buys

Rank Stock Value
1
PLD icon
Prologis
PLD
+$5.23M
2
SYK icon
Stryker
SYK
+$3.65M
3
HD icon
Home Depot
HD
+$3.02M
4
VMI icon
Valmont Industries
VMI
+$2.65M
5
BWA icon
BorgWarner
BWA
+$2.1M

Top Sells

Rank Stock Value
1
STAG icon
STAG Industrial
STAG
+$2.34M
2
SNN icon
Smith & Nephew
SNN
+$994K
3
SFM icon
Sprouts Farmers Market
SFM
+$847K
4
AAPL icon
Apple
AAPL
+$787K
5
HTO
H2O America
HTO
+$575K

Sector Composition

Rank Sector Weight
1 Technology 36.88%
2 Healthcare 14.71%
3 Consumer Staples 11.52%
4 Industrials 9.51%
5 Financials 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WEC icon
176
WEC Energy
WEC
$37B
$90.3K 0.03%
867
– –
XYL icon
177
Xylem
XYL
$29.7B
$89.8K 0.03%
694
– –
ROP icon
178
Roper Technologies
ROP
$38.7B
$89.6K 0.03%
158
– –
QCOM icon
179
Qualcomm
QCOM
$172B
$89.2K 0.03%
560
– –
HYMB icon
180
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.1B
$89K 0.03%
3,593
– –
AVY icon
181
Avery Dennison
AVY
$12.9B
$88.4K 0.03%
504
– –
NUW icon
182
Nuveen AMT-Free Municipal Value Fund
NUW
$251M
$87.9K 0.03%
6,428
– –
VZ icon
183
Verizon
VZ
$201B
$87.1K 0.03%
2,014
-500
-20% -$21.7K
UTHR icon
184
United Therapeutics
UTHR
$26.1B
$86.2K 0.03%
300
– –
ALC icon
185
Alcon
ALC
$33.7B
$84.7K 0.03%
960
-300
-24% -$26.9K
CAT icon
186
Caterpillar
CAT
$387B
$84.6K 0.03%
218
– –
SPOT icon
187
Spotify
SPOT
$105B
$84.4K 0.03%
110
– –
VOOG icon
188
Vanguard S&P 500 Growth ETF
VOOG
$25.2B
$82.1K 0.02%
1,242
– –
AGZ icon
189
iShares Agency Bond ETF
AGZ
$559M
$81.8K 0.02%
746
+94
+14% +$10.2K
EBAY icon
190
eBay
EBAY
$52.1B
$80.9K 0.02%
1,087
-31
-3% -$2.2K
IDA icon
191
Idacorp
IDA
$8.24B
$80.8K 0.02%
700
– –
ETN icon
192
Eaton
ETN
$150B
$79.6K 0.02%
223
– –
FDS icon
193
Factset
FDS
$10.1B
$79.2K 0.02%
177
– –
EW icon
194
Edwards Lifesciences
EW
$48.2B
$79K 0.02%
1,010
– –
CVS icon
195
CVS Health
CVS
$140B
$78.6K 0.02%
1,140
– –
HPQ icon
196
HP
HPQ
$25.9B
$78.3K 0.02%
3,200
– –
VRSK icon
197
Verisk Analytics
VRSK
$27.8B
$77.9K 0.02%
250
– –
CVX icon
198
Chevron
CVX
$374B
$77.8K 0.02%
543
– –
SPGI icon
199
S&P Global
SPGI
$126B
$77K 0.02%
146
– –
VHT icon
200
Vanguard Health Care ETF
VHT
$18.6B
$74.5K 0.02%
300
– –
6 7
8
9 10

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Clean Yield Group's Q2 2025 Portfolio in Review

As of Q2 2025, Clean Yield Group held 456 positions worth $334M, up 8.9% from $307M the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Clean Yield Group's Q2 2025 filing shows 7 new, 31 increased, 119 reduced and 52 closed positions. Its largest new stake was Valmont Industries: 8,651 shares worth $2.83M. The largest sale was STAG Industrial, an estimated $2.34M.

By sector, the portfolio is most concentrated in Technology at 37% of assets, up from 36% a quarter earlier, followed by Healthcare and Consumer Staples.

  • Clean Yield Group's largest Q2 2025 buy was Valmont Industries: 8,651 shares worth $2.83M.
  • Clean Yield Group added most to Prologis in Q2 2025, an estimated $5.23M increase.
  • Clean Yield Group's biggest Q2 2025 reduction was STAG Industrial, cutting an estimated $2.34M.
  • Clean Yield Group fully exited Mercado Libre in Q2 2025, selling an estimated $140K.
  • Clean Yield Group's ten largest holdings make up 31% of its $334M portfolio in Q2 2025.
  • Clean Yield Group opened 7 new positions and closed 52 in Q2 2025.
  • Clean Yield Group's portfolio value rose 8.9% quarter-over-quarter to $334M.

Based on Clean Yield Group's 13F filing for Q2 2025, filed 17 Jul 2025.